Available in:

OnDemand Webinar

Audio & Reference Manual

MP3 Download

Charitable Remainder Trust Fundamentals

Gain an understanding of how to implement charitable remainder trusts for your clients. Ninety percent of Americans give to charity regularly. If you don't discuss charitable planning with your clients, you are forfeiting potential business to your competitors. Charitable remainder trusts (CRTs) help your clients combine their estate, tax and financial planning with their charitable dreams.
This topic will explain how you can implement charitable remainder trusts for your existing and future clients. We will focus on identifying client situations where a CRT meets your client's goals. We will classify the six CRT types to determine which one best fits your client. We will explore compliance issues including several common traps in managing a CRT along with a discussion of best practices to resolve issues before they arise.

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on June 19, 2017.

Call 1-866-352-9540 for further credit information.

AK CLE 1.5

Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.

AL CLE 1.6

This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.6 hours credit.

Arizona CLE 1.5

The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.

CA MCLE 1.5

Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.

CO CLE 2.0

This program may qualify for 2.0 credit hours through the Colorado Supreme Court Board of Continuing Legal and Judicial Education through reciprocity. This course is accredited in other jurisdictions such as New Jersey. To receive CLE credit for this program, a home study affidavit must be submitted to the Supreme Court Board of Continuing Legal and Judicial Education.

CT CLE 1.5

Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).

GA CLE 1.6

This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.6 CLE hours.

HI CLE 1.5

This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.

IL CLE 1.5

This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.

ME CLE 1.5

This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.

MO CLE 1.8

This course qualifies for self-study CLE credit in Missouri.

MS CLE 1.5

This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.5 credit hours.

MT CLE 1.5

This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.

ND CLE 1.5

North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.

NH MCLE 1.6

NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 95 Minutes.

NJ CLE 1.8

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.

NM CLE 1.5

This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.

NV CLE 1.5

This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.

NY CLE 1.5 including Areas of Professional Practice 1.5

This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.

PA CLE 1.5

This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.

RI CLE 1.5

This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.

TN CLE 1.55

This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.55 hours of credit.

UT CLE 1.5

This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.

VA CLE 1.5

This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.

VT CLE 1.5

This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of self-study CLE credit.

WA CLE 1.5

This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.

WI CLE 1.5

This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.

WV MCLE 1.8

This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.

Enrolled Agents 1.0

This program qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).

AL CPE

This course is acceptable for 1.5 live credit hour(s) through the Alabama State Board of Public Accountancy.

GA CPE

This program is applicable for CPE credit. *The Georgia State Board of Accountancy has final authority on the acceptance of individual courses and providers.

IA CPE

This program is applicable for CPE credit. *The Iowa State Board of Accountancy has final authority on the acceptance of individual courses and providers.

IN CPE

This program is applicable for self study CPE credit. *The Indiana State Board of Accountancy has final authority on the acceptance of individual courses and providers.

KY CPE

This Ondemand program is applicable for CPE credit. *The Kentucky State Board of Accountancy has final authority on the acceptance of individual courses and providers.

MA CPE

This Ondemand program is applicable for CPE credit. *The Massachusetts State Board of Accountancy has final authority on the acceptance of individual courses and providers.

MD CPE

This course is not pre-approved for CPE credit in your state however, it is applicable. *Please check the rules and requirements in your state for compliance.

ME CPE

This Ondemand program is applicable for CPE credit. *The Maine State Board of Accountancy has final authority on the acceptance of individual courses and providers.

MI CPE

This Ondemand program is applicable for CPE credit. *The Michigan State Board of Accountancy has final authority on the acceptance of individual courses and providers.

MO CPE

This Ondemand program is applicable for CPE credit. *The Missouri State Board of Accountancy has final authority on the acceptance of individual courses and providers.

MT CPE

This Ondemand program is applicable for CPE credit.*
*The Montana State Board of Accountancy has final authority on the acceptance of individual courses and providers. Please check the rules and requirements for CPE compliance and calculate the amount of credit hours you can claim for self study courses.

ND CPE

This Ondemand program is applicable for CPE credit. *The North Dakota State Board of Accountancy has final authority on the acceptance of individual courses and providers.

NH CPE

This Ondemand program is applicable for CPE credit. *The New Hampshire State Board of Accountancy has final authority on the acceptance of individual courses and providers.

NV CPE

This Ondemand program is applicable for CPE credit.*The Nevada State Board of Accountancy has final authority on the acceptance of individual courses and providers.

OH CPE

This Ondemand program is applicable for CPE credit. *The Ohio State Board of Accountancy has final authority on the acceptance of individual courses and providers.

PA CPE

This Ondemand program is applicable for CPE credit. *The Pennsylvania State Board of Accountancy has final authority on the acceptance of individual courses and providers.

TX CPE 1.5

Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.

VA CPE

This Ondemand program is applicable for CPE credit. *The Virginia State Board of Accountancy has final authority on the acceptance of individual courses and providers.

WA CPE

This Ondemand program is applicable for CPE credit.*
*Please check the rules and requirements in your state for compliance.

WY CPE

This Ondemand program is applicable for CPE credit. *The Wyoming State Board of Accountancy has final authority on the acceptance of individual courses and providers.

The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

AK CLE 1.5

Arizona CLE 1.5

CA MCLE 1.5

CT CLE 1.5

GA CLE 1.5

HI CLE 1.5

IL CLE 1.5

ME CLE 1.5

MO CLE 1.8

MT CLE 1.5

NJ CLE 1.8

NM CLE 1.5

NV CLE 1.5

NY CLE 1.5 including Areas of Professional Practice 1.5

UT CLE 1.5

VT CLE 1.5

WA CLE 1.5

WV MCLE 1.8

The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

AK CLE 1.5

Arizona CLE 1.5

CA MCLE 1.5

CT CLE 1.5

HI CLE 1.5

IL CLE 1.5

ME CLE 1.5

MO CLE 1.8

MT CLE 1.5

NJ CLE 1.8

NM CLE 1.5

NV CLE 1.5

NY CLE 1.5 including Areas of Professional Practice 1.5

UT CLE 1.5

VT CLE 1.5

WA CLE 1.5

WV MCLE 1.8

The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.